India today offers some good news and some risks. DBS believes the main message remains positive.
China still has to deal with excess liquidity. Morgan Stanley’s Andy Xie believes the alternative is for a hard landing of the Chinese economy.
The Asian Development Bank is expected to present an update on its plan for a single Asian currency at this week’s ASEAN meeting.
Don’t look upon last week’s interest rate move by the Chinese as the end of an era. But don’t discard it as a non-event either, experts say.
If China really wants to slow down its economy it will have to come up with more and better brakes, DBS says.
Chinese move on monetary policy, but not exactly as expected.
DBS is the latest to join the view that US dollar weakness seems inevitable. Some Asian currencies are expected to benefit more than others.
Widespread views the market is counting on Japanese interest rate hikes too soon have gained support from Japanese officials. And from Danske Bank analysts.
The short term outlook remains positive for Japanese shares with technical analysis supporting the view.
Chinese central bankers have not started to diversify into gold as yet. This can easily be seen as a good omen.